We believe our approach to investing client funds differs from most other investment professionals:
Objectivity.
As a registered investment advisor, NBZ Investment Advisors has a fiduciary responsibility to put our clients’ needs above our own. Unlike most investment professionals, we do not earn commissions. Our fees are based on a percentage of your investment assets.
Background as CPAs.
We combine your tax life and investment life with financial planning. NBZ includes tax-wise investing strategies and recommendations on how your investment strategy fits into your overall financial picture.
Focus on Financial Planning.
As CPAs, we understand client questions on a myriad of financial planning issues. For example, When can I retire? Should I buy a vacation home? Should I start a new business? What is the best way to save for college for my children or grandchildren? Should I pay off my mortgage? What do you think about this private equity opportunity?
Commitment to Communication.
We believe that we have an obligation to provide you with easy-to-understand reports that tell you clearly how your investments are doing relative to your goals and financial objectives. We are committed to meeting with you to discuss your investment progress and realign your asset allocation as your needs change.
Realistic Claims.
We will never claim we can pick the next “Apple”, beat last year’s hot manager, or predict the direction of the market. We will also never eliminate the element of risk that is always present in investing. Instead, we will try to maximize your returns while focusing on risk reduction through diversification and fund selection.